1. Implementing Absence Management
  2. Enroll a Worker in a Donation Plan

Enroll a Worker in a Donation Plan

If the worker is eligible to receive a time-off donation from coworkers, here's how you enroll the worker in a donation plan:

  1. In the Absences work area under the My Client Groups tab, click Absence Records.

  2. On the Manage Absences and Entitlements page, in the Plan Participation section, Accrual Plans subsection, on the Enrollments and Adjustments menu, select Add Enrollment.

  3. Select the donation plan.

  4. Enter the date when the worker's plan eligibility starts.

  5. Optionally, enter a unique alias to protect the identity of the donation recipient and comply with privacy requirements of your organization.

  6. Optionally, decrease or increase the ceiling amount in the Ceiling Override field if you want to provide a different limit from the ceiling amount defined during plan setup.

  7. Click Submit.

When workers initiate donations from their accrual plans, they see only recipients for donation plans with the same unit of measure as their accrual plans. Therefore, it's important to enroll workers in donation plans with the correct unit of measure.

You can make corrections or change the alias by selecting Update Enrollment from the Enrollments and Adjustments menu of the Manage Absences and Entitlements page. You can even update the ceiling amount to a value lower than the current balance. However, this means that no more donations are accepted for this plan because the balance is higher than the ceiling.

Administrators can also manually enroll a worker into a donation pool plan and add donations. Here's how it's done:
  1. Click My Client Group > Absences > Absence Records.
  2. Search and select the worker who needs to be enrolled into the pool plan.
  3. In the Plan Participation section, click Enrollments and Adjustments, and click Transfer Balance from Pool.
  4. Select the date and the amount to be donated.
  5. Click Submit

If the worker loses eligibility or doesn’t consume the donated hours in the period specified by company policy, the HR administrator can manually return the remaining balance from worker's pool plan enrollment back into the donation pool fund. To do so, click Enrollments and Adjustments > Return Balance to Pool.

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